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Gold-Vision Marketing | Getting Started
Webinar Overview: Join us for an informative session designed to help you kickstart your journey with Gold-Vision Marketing. Whether you’re new to the platform or just need a quick refresher,...
Homepage
Gold-Vision CRM Get started with CRM with this simple guide. Webinars Sign-up to webinars & search through our library of on-demand sessions Resources Find upcoming webinars, product news, tips, web...
Unlocking sales insights with Gold-Vision Dashboards & Reporting
Webinar Description Turn your sales data into actionable insights and drive smarter decisions! Following our session on managing sales, opportunities, and forecasting, this webinar dives deeper into the power of...
Facebook Integration Overview
...email marketing and website visitor tracking for a complete scoring model. Focus on what matters Stop wasting time endlessly searching through social media with our simple Facebook integration. Instead, decide...
Drag email to CRM correspondence
...the relevant record in the Correspondence area. This tool works with any email provider, whether you’re using their desktop application or web browser version. Once in Gold-Vision, the email will...
Outlook Plugin
...button. Enter the web address you use for accessing Gold-Vision, suffixed /legacy Close modal You can also test the connection from this screen. If you use a Gold-Vision server...
Portal Management
...find out more about Web Forms please visit Web Form Integration Add a Menu Page Close modal Click on the Plus icon. Close modal The type of Menu Page will...
Unlocking sales insights with Gold-Vision Dashboards & Reporting
Turn your sales data into actionable insights and drive smarter decisions! Following our session on managing sales, opportunities, and forecasting, this webinar dives deeper into the power of Gold-Vision’s dashboards...
Duplicate Scoring
...company name and phone number. Score: 30 Duplicate Score Examples “Similar” means soundex (https://en.wikipedia.org/wiki/Soundex). Duplication Examples and Scoring Web Domain Score: High Level: Account Two records have the same website...
Gold-Vision 8 Upgrade Planning
...and enhance your upgrade experience: Free Webinars about key features and upgrade planning Web Sessions personalized for your business requirements – prices start at £125 Service Packs to provide expert...
